Business owner: keep closing records accurate and current

Business owners lose track when Closing Plan forms aren't recorded, causing missed closing tasks. This update writes form data to the transaction so coordinators can progress closing steps promptly.

Overview

Missed Closing Plan entries delay handoffs and put closings at risk. This workflow keeps transaction records current when forms are submitted, giving transaction coordinators accurate buyer or seller status and eliminating manual entry — teams report faster handoffs and fewer data errors.

Notable Features

Update transaction records instantly
Notify transaction coordinators of changes
Route updates by buyer or seller